Advanced CRM platform
TrustEdge CRM — leads, pipelines and deals through to client onboarding and AMC, with built-in WhatsApp, email and AI-powered insights.
Open TrustEdge CRMAn end-to-end CRM for growing sales teams — from first lead to long-term client management, with built-in WhatsApp, email and AI-powered insights.
Products in this segment
Operational excellence
TrustEdge CRM gives your sales team a single platform to capture leads, manage pipelines, close deals, and retain clients — without switching between tools. Built-in WhatsApp campaigns, email tracking, AI-driven lead scoring, and real-time dashboards keep your team focused on what matters: revenue.
TrustEdge CRM — leads, pipelines and deals through to client onboarding and AMC, with built-in WhatsApp, email and AI-powered insights.
Open TrustEdge CRMInbound capture from forms, landing pages and WhatsApp — with assignment rules, SLA timers and automated nurture sequences.
Talk to usWeighted forecast, slip risk, idle-deal alerts and rep-by-rep dashboards — the report a sales head actually opens on Monday.
Talk to usSequences, templated proposals, Razorpay/Stripe payment links and webhook fan-out to your ERP and data warehouse.
Talk to usCore competencies
Pipeline-stage mapping, qualification frameworks and forecast methodology written down before any tool is configured.
Tenant-scoped fields, vertical-specific objects and channel integrations — customisation that survives the next upgrade.
Forecast accuracy, slip-risk and CLV models on your own data — not vanity dashboards.
Gmail / Outlook auto-capture, WhatsApp Business API, payments and webhook fan-out to ERP / DW.
Core Competencies
01
Pipeline-stage mapping and forecast methodology written down before any tool is configured.
02
Tenant-scoped fields and channel integrations — customisation that survives upgrades.
03
Forecast accuracy, slip-risk and CLV models on your own data.
04
Gmail, WhatsApp, payments and webhook fan-out to ERP and DW.
Success Stories
BFSI · multi-currency
Regulated-environment rollout with Gmail/Outlook auto-capture, multi-currency pipeline and audit-grade activity logs for an enterprise BFSI client.
Dealer-network rollout
Dealer network onboarded onto TrustEdge CRM with WhatsApp Business auto-capture and order-to-quote integration with the manufacturer’s ERP.
Head of Sales
B2B services firm · Pune
“Technology alone doesn't transform businesses.”
We stopped asking reps “did you log it”. The CRM captures it. The Monday meeting now uses one number, not seven.
Case Studies
B2B services · Pune
Auto-capture, weighted forecast and templated proposals — replaced a 14-tab spreadsheet for a 30-rep sales team.
SME services · South India
Inbound capture from WhatsApp Business with assignment rules — 30 conversations a day routed to the right rep within minutes.
Field sales · Pan-India
Native iOS / Android app with offline mode for a national distributor — visit logs, order capture and payment links.
Get in touch
We'll send back a written fit-assessment in 48 hours — what slots into TrustEdge CRM, what needs customisation, and what we'd refuse to take on.